Helping Others Through Your Planned Gift

Naming RISE in your will or estate plan is a special way that you can help us provide community-based, comprehensive services and support to children, families and individuals.

Planned giving allows you to include charitable donations in our overall financial plans, which helps to ensure the continued stability of our organization. There are a number of ways you can arrange to leave a legacy.

If you have any questions about the wish list, interested in hosting a drive, or making financial donation to RISE, please contact our Director of Development, Maggie Waid, at 608-729-1142.

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Leave a Legacy

Planned giving allows you to include charitable donations in our overall financial plans, which helps to ensure the continued stability of our organization. There are a number of ways you can arrange to leave a legacy.

Bequests Made in Your Will or Trust

You may choose to provide for RISE by leaving a bequest in your will or trust. Bequests can be made in several ways, and below is a list of some of those options

  • You can provide that a specific dollar amount (for example, $5,000) or a specific percentage of your estate (for example, 5%) will pass to RISE.
  • You can designate a specific asset to pass to the RISE (such as a residence, a work of art, or specified securities).
  • You can provide for your loved ones first, and then designate the RISE to receive the remainder of your estate.
  • Bequests can also be made in memory of a person, and we would be happy to discuss ways to ensure proper recognition.

Should you choose any of these options, please make sure you properly identify us by our legal name, RISE Wisconsin, Inc.

Other Methods of Planned Gifting

Although leaving a legacy bequest in your will or trust is the simplest and most popular ways to make a planned gift, there are many other planned giving strategies that may be helpful or more suitable to your needs;

Charitable Gift Annuity

A charitable gift annuity is an irrevocable contract in which you exchange a gift of cash or securities for a fixed lifetime income stream for yourself and/or a loved one. By participating in this program, you can make a significant gift to the RISE and at the same time receive a lifetime income stream. You may also receive an immediate income tax deduction and favorable capital gains tax treatment. In general, this planned giving option is for donors age 65 years and older who contribute a minimum of $5,000. There is, however, another option for younger donors, called a deferred gift annuity. Payments begin at a point in the future specified by the donor, but cannot start until after the named annuitant (you and/or your loved one) attains age 65.

Charitable Remainder Trusts

A charitable remainder trust is similar to a charitable gift annuity in that it creates an income stream for you or a loved for life or for a specified term of years. At the end of the specified term, the remainder of the trust’s assets will pass to RISE. Although this option involves legal fees for the donor, it is an attractive vehicle that offers more flexibility than a charitable gift annuity. Trusts can be tailored to accommodate a wide variety of gift assets and to meet personal financial and charitable goals.

Retirement Plans

You can name RISE Wisconsin, Inc as the beneficiary of your retirement plan(s). Assets from an IRA or other qualified retirement plans passing to heirs are taxed more heavily than other assets in your estate since they are subject to both estate tax upon your death and income tax when distributed to your heirs. This approach generally only requires that you fill out a form obtained from your plan administrator.

Life Insurance Policies

You can name RISE Wisconsin, Inc as the owner and/or beneficiary of your life insurance policy. When existing life insurance policies are no longer important to your family’s financial security, you can pass on the financial benefits of the policy to RISE by designating us as the owner and/or beneficiary of the policy. As with retirement plans, this approach generally only requires completing a form obtained from the life insurance company. We would be happy to work with you to discuss the giving opportunities mentioned above and to help create a donation plan that makes sense for your particular circumstances. We highly recommend that you speak with your tax and financial advisors to assist you in determining the best-planned gifts for your circumstances.

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Your online gift goes right to work supporting our services to families and individuals. Giving online is easy, safe, and secure.

Planned Giving

Leave a lasting legacy through financial planning that will help others in need.

As a Corporate Partner

Find out ways that your businesses can support some of our community’s most vulnerable populations.

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